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WILEY BROS.-AINTREE CAPITAL, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WILEY BROS.-AINTREE CAPITAL, LLC
报告期 2026-03-31 · CIK 0000107136
持仓数
2,395
前50大市值合计
$9.25B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 9
增持 140
减持 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$115.1M
917,815
+95%
增持
MSFT
MICROSOFT CORP
+$102.9M
440,284
+127%
增持
IJH
ISHARES TR
+$91.7M
2,414,193
+139%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IVV
ISHARES TR
+$83.3M
270,757
+102%
增持
AGG
ISHARES TR
+$71.0M
1,010,546
+213%
增持
IEFA
ISHARES TR
+$69.3M
1,227,965
+235%
增持
DFAI
DIMENSIONAL ETF TRUST
+$68.9M
2,665,373
+390%
增持
AVGO
BROADCOM INC
+$38.3M
278,071
+4535%
增持
JPM
JPMORGAN CHASE & CO.
+$36.8M
318,418
+112%
增持
NVDA
NVIDIA CORPORATION
+$33.2M
705,692
+66%
增持
AMZN
AMAZON COM INC
+$28.6M
345,037
+87%
增持
UNH
UNITEDHEALTH GROUP INC
+$24.3M
64,825
+144%
增持
JNJ
JOHNSON & JOHNSON
+$24.0M
252,384
+119%
增持
WMT
WALMART INC
+$21.2M
421,029
+122%
增持
META
META PLATFORMS INC
+$21.1M
59,901
+129%
增持
LOW
LOWES COS INC
+$20.5M
134,196
+87%
增持
—
BLACKROCK INC
+$20.3M
34,892
+116%
增持
LLY
ELI LILLY & CO
+$19.7M
39,317
+136%
增持
MCD
MCDONALDS CORP
+$19.6M
101,703
+127%
增持
HD
HOME DEPOT INC
+$18.1M
67,459
+151%
增持
PG
PROCTER AND GAMBLE CO
+$18.0M
190,307
+109%
增持
NEE
NEXTERA ENERGY INC
+$17.8M
335,305
+126%
增持
—
EXXON MOBIL CORP
+$17.5M
250,585
+144%
增持
—
ACCENTURE PLC IRELAND
+$17.5M
81,738
+116%
增持
VUG
VANGUARD INDEX FDS
+$17.3M
76,647
+136%
增持
AFL
AFLAC INC
+$17.0M
260,918
+90%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$16.9M
313,146
+884%
增持
ABBV
ABBVIE INC
+$16.8M
119,401
+206%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$16.8M
100,302
+118%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$16.4M
174,900
+73%
增持
BSV
VANGUARD BD INDEX FDS
+$16.2M
273,137
+292%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$16.1M
233,542
+435%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$16.0M
541,716
+174%
增持
AMGN
AMGEN INC
+$15.9M
88,909
+117%
增持
COST
COSTCO WHSL CORP NEW
+$15.9M
34,091
+102%
增持
MRK
MERCK & CO INC
+$15.8M
237,917
+161%
增持
ADI
ANALOG DEVICES INC
+$15.5M
123,780
+117%
增持
PSX
PHILLIPS 66
+$15.0M
187,958
+174%
增持
ITOT
ISHARES TR
+$14.6M
194,258
+137%
增持
GOOGL
ALPHABET INC
+$14.6M
185,372
+109%
增持
ABT
ABBOTT LABS
+$14.6M
226,466
+110%
增持
IJR
ISHARES TR
+$14.5M
328,977
+46%
增持
IUSB
ISHARES TR
+$14.2M
376,596
+344%
增持
CSCO
CISCO SYS INC
+$13.9M
450,748
+113%
增持
PEP
PEPSICO INC
+$13.9M
154,759
+106%
增持
VZ
VERIZON COMMUNICATIONS INC
+$13.9M
502,553
+135%
增持
CVX
CHEVRON CORP NEW
+$13.6M
187,943
+109%
增持
—
CHUBB LIMITED
+$13.5M
81,586
+108%
增持
GD
GENERAL DYNAMICS CORP
+$13.2M
80,268
+109%
增持
BIL
SPDR SER TR
+$12.5M
205,577
+196%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.2M
45,977
+110%
增持
ITW
ILLINOIS TOOL WKS INC
+$12.2M
85,913
+96%
增持
CMCSA
COMCAST CORP NEW
+$11.6M
500,135
+110%
增持
COWZ
PACER FDS TR
+$11.6M
245,166
+421%
增持
GLD
SPDR GOLD TR
+$11.3M
82,479
+103%
增持
V
VISA INC
+$11.2M
69,841
+130%
增持
PAYX
PAYCHEX INC
+$11.2M
144,055
+109%
增持
VTV
VANGUARD INDEX FDS
+$11.2M
121,655
+92%
增持
QUAL
ISHARES TR
+$11.0M
78,998
+318%
增持
AMT
AMERICAN TOWER CORP NEW
+$11.0M
69,964
+159%
增持
TLT
ISHARES TR
+$10.9M
126,255
+762%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$10.9M
189,690
+250%
建仓
REGL
PROSHARES TR
+$10.6M
129,514
建仓
FNY
FIRST TR EXCHANGE-TRADED ALP
+$10.6M
132,828
减持
VV
VANGUARD INDEX FDS
-$10.5M
84,009
-36%
建仓
EVIM
MORGAN STANLEY ETF TRUST
+$10.4M
0
增持
VO
VANGUARD INDEX FDS
+$10.4M
112,127
+42%
增持
SPY
SPDR S&P 500 ETF TR
+$10.4M
32,632
+110%
增持
BND
VANGUARD BD INDEX FDS
+$10.3M
333,086
+62%
增持
GOOG
ALPHABET INC
+$10.3M
110,377
+148%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$10.1M
67,899
+138%
增持
—
MEDTRONIC PLC
+$10.0M
155,146
+206%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$9.9M
286,731
+208%
增持
—
LINDE PLC
+$9.8M
36,819
+110%
增持
LMT
LOCKHEED MARTIN CORP
+$9.7M
24,225
+156%
增持
TGT
TARGET CORP
+$9.7M
103,994
+136%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$9.7M
93,651
+116%
增持
QQQ
INVESCO QQQ TR
+$9.6M
49,865
+62%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$9.4M
373,330
增持
COP
CONOCOPHILLIPS
+$8.8M
125,422
+224%
增持
PNC
PNC FINL SVCS GROUP INC
+$8.7M
71,256
+142%
增持
ORCL
ORACLE CORP
+$8.6M
76,266
+151%
增持
RTX
RTX CORPORATION
+$8.4M
86,641
+323%
增持
TJX
TJX COS INC NEW
+$8.3M
106,640
+177%
增持
EMR
EMERSON ELEC CO
+$8.1M
133,607
+127%
增持
IVW
ISHARES TR
+$8.0M
182,373
+76%
增持
SBUX
STARBUCKS CORP
+$8.0M
130,949
+113%
增持
SPGI
S&P GLOBAL INC
+$7.9M
27,909
+92%
增持
GSLC
GOLDMAN SACHS ETF TR
+$7.5M
114,814
+123%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.4M
369,350
+50%
增持
EFG
ISHARES TR
+$7.2M
86,609
+304%
增持
MMM
3M CO
+$7.2M
62,718
+355%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$7.1M
60,491
+87%
增持
XLE
SELECT SECTOR SPDR TR
+$7.1M
122,389
+206%
增持
CAT
CATERPILLAR INC
+$7.1M
27,098
+151%
增持
NKE
NIKE INC
+$7.0M
139,709
+96%
增持
MA
MASTERCARD INCORPORATED
+$7.0M
19,374
+231%
增持
MUB
ISHARES TR
+$6.9M
97,837
+177%
增持
SJNK
SPDR SER TR
+$6.8M
305,390
+621%
增持
VOO
VANGUARD INDEX FDS
+$6.8M
60,005
+21%
增持
—
GARMIN LTD
+$6.7M
58,038
+166%
增持
ZTS
ZOETIS INC
+$6.7M
62,097
+95%
增持
GS
GOLDMAN SACHS GROUP INC
+$6.6M
29,615
+67%
增持
IEMG
ISHARES INC
+$6.6M
201,399
+118%
增持
KO
COCA COLA CO
+$6.5M
188,869
+73%
增持
NSC
NORFOLK SOUTHN CORP
+$6.5M
45,855
+101%
增持
BIV
VANGUARD BD INDEX FDS
+$6.5M
170,996
+82%
增持
UNP
UNION PAC CORP
+$6.4M
44,636
+121%
增持
CALF
PACER FDS TR
+$6.3M
151,969
+799%
增持
CME
CME GROUP INC
+$6.3M
30,357
+1420%
增持
SCHD
SCHWAB STRATEGIC TR
+$6.2M
113,740
+156%
建仓
SMDV
PROSHARES TR
+$5.9M
84,474
增持
EFV
ISHARES TR
+$5.9M
116,354
+567%
增持
USHY
ISHARES TR
+$5.8M
199,674
+308%
增持
TSLA
TESLA INC
+$5.8M
33,520
+122%
增持
XLK
SELECT SECTOR SPDR TR
+$5.8M
60,144
+74%
增持
VTI
VANGUARD INDEX FDS
+$5.7M
46,852
+65%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$5.7M
111,892
+1117%
增持
APD
AIR PRODS & CHEMS INC
+$5.7M
36,417
+80%
建仓
DYNF
BLACKROCK ETF TRUST
+$5.6M
111,209
增持
PM
PHILIP MORRIS INTL INC
+$5.6M
67,892
+158%
增持
PFE
PFIZER INC
+$5.6M
362,153
+106%
增持
NOBL
PROSHARES TR
+$5.5M
56,705
+939%
增持
PANW
PALO ALTO NETWORKS INC
+$5.5M
28,674
+125%
增持
CL
COLGATE PALMOLIVE CO
+$5.4M
97,592
+100%
增持
CEG
CONSTELLATION ENERGY CORP
+$5.4M
29,267
+149%
增持
—
NXP SEMICONDUCTORS N V
+$5.2M
23,663
+1293%
增持
IWM
ISHARES TR
+$5.2M
48,577
+75%
增持
BDX
BECTON DICKINSON & CO
+$5.1M
36,617
+128%
增持
EOG
EOG RES INC
+$5.0M
73,532
+125%
增持
GWW
GRAINGER W W INC
+$5.0M
9,113
+83%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.8M
649,985
+13%
增持
BAC
BANK AMERICA CORP
+$4.8M
237,001
+102%
增持
PH
PARKER-HANNIFIN CORP
+$4.7M
13,454
+78%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$4.7M
111,472
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$4.6M
250,369
+383%
增持
AXP
AMERICAN EXPRESS CO
+$4.6M
31,452
+86%
建仓
GLDM
WORLD GOLD TR
+$4.6M
87,878
增持
EMXC
ISHARES INC
+$4.6M
96,792
+307%
增持
NFLX
NETFLIX INC
+$4.3M
11,352
+105%
增持
MS
MORGAN STANLEY
+$4.3M
47,376
+681%
增持
IDV
ISHARES TR
+$4.2M
156,431
+723%
增持
WEC
WEC ENERGY GROUP INC
+$4.2M
62,613
+164%
建仓
DEM
WISDOMTREE TR
+$4.2M
94,470
增持
AMAT
APPLIED MATLS INC
+$4.1M
42,689
+123%
增持
IVE
ISHARES TR
+$4.1M
50,032
+57%
增持
T
AT&T INC
+$4.1M
361,894
+82%
增持
GE
GE AEROSPACE
+$4.1M
33,523
+136%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.0M
39,998
+144%
增持
NOW
SERVICENOW INC
+$4.0M
6,789
+156%
